Sean E.
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Sean E. Email & Phone Number

B2C Sales|CRM|Customer Experience & Retention at Capital Strategies, a MassMutual firm
Location: Converse, Texas, United States 5 work roles 1 school
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Role
B2C Sales|CRM|Customer Experience & Retention
Location
Converse, Texas, United States
Company size

Who is Sean E.? Overview

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Quick answer

Sean E. is listed as B2C Sales|CRM|Customer Experience & Retention at Capital Strategies, a MassMutual firm, a company with 86 employees, based in Converse, Texas, United States. AeroLeads shows a matched LinkedIn profile for Sean E..

Sean E. previously worked as CSR at Capital Strategies, A Massmutual Firm and Remote Digital Insurance Agent at Insurify. Sean E. studied at Judson High School.

Company email context

Email format at Capital Strategies, a MassMutual firm

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Capital Strategies, a MassMutual firm

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Profile bio

About Sean E.

A seasoned insurance professional in the financial services & insurtech start-up industries dedicated to the customer experience and driving customer loyalty. I have over 10 plus years of experience in Property & Casualty insurance as a licensed agent in the state of Texas with multiple reciprocal licenses in multiple states. My expertise includes account retention, account maintenance, sales, relationship management, data analysis, product management, quality assurance, claims and business process improvement. Seeking to showcase and develop my skill set in Customer Success, Product Management, Account Executive & Account Management roles in the financial services, insurtech & fintech industries.

Current workplace

Sean E.'s current company

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Capital Strategies, a MassMutual firm
Capital Strategies, A Massmutual Firm
B2C Sales|CRM|Customer Experience & Retention
austin, texas, united states
Website
Employees
86
AeroLeads page
5 roles

Sean E. work experience

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Remote Digital Insurance Agent

Contribute to company sales and revenue goals by effectively binding insurance polices. Utilize relationship management and customer engagement strategies to sale and cross-sell insurance products to consumers through customer needs analysis.A subject matter expert in various insurance products and insurance carriers in order to conduct appropriate.

Mar 2021 - Feb 2022

Retention Specialist

Retained customer loyalty by building effective relationships through product knowledge and customer experience.Created ad-hoc reporting to track customer retention and cancelation trending to provide data insights for business process improvement.Researched consumer concerns in a timely manner and identified solutions.Supported agency in binding.

Jun 2019 - Mar 2021

Sales Representative

Generated sales and revenue through the binding of auto and homeowners policies.Developed effective relationships with consumers by educating them on various carriers, products and coverage options.Effectively communicate insurance concepts to consumers in a clear and concise manner.Processed applications with a high-level of accuracy in a timely manner.

Sep 2014 - Jun 2019

Policy Service Agent

Provided account maintenance and servicing support for insurance agents and consumers.Proactively identify additional coverage opportunities for consumers through probing questions.Managed a pipeline of underwriting & servicing task from inception to completion.Communicated with consumers and underwriters to resolve cancellations and non renewal issues.

Apr 2011 - Sep 2014
Team & coworkers

Colleagues at Capital Strategies, a MassMutual firm

Other employees you can reach at csomtx.com. View company contacts for 86 employees →

1 education record

Sean E. education

  • Judson High School
    Judson High School
FAQ

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What company does Sean E. work for?

Sean E. works for Capital Strategies, a MassMutual firm.

What is Sean E.'s role at Capital Strategies, a MassMutual firm?

Sean E. is listed as B2C Sales|CRM|Customer Experience & Retention at Capital Strategies, a MassMutual firm.

Where is Sean E. based?

Sean E. is based in Converse, Texas, United States while working with Capital Strategies, a MassMutual firm.

What companies has Sean E. worked for?

Sean E. has worked for Capital Strategies, A Massmutual Firm, Insurify, Security Service Federal Credit Union, Ais Insurance, and Mercury Insurance.

Who are Sean E.'s colleagues at Capital Strategies, a MassMutual firm?

Sean E.'s colleagues at Capital Strategies, a MassMutual firm include Michelle Sauder, Dulce Yazmin Ramirez, Cesar Canizalez, Darren Scrimpshire, and Cesar Canizalez.

How can I contact Sean E.?

You can use AeroLeads to view verified contact signals for Sean E. at Capital Strategies, a MassMutual firm, including work email, phone, and LinkedIn data when available.

What schools did Sean E. attend?

Sean E. studied at Judson High School.

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